Letters by company

Bio-rad Laboratories, INC.

2 letters discussing BIO. Everything written about it on this site is on its ticker page.

Asset Value Investors Ltd AVI Global Special Situations AVI Global Special Situations added Korean holdings and established positions in Mitsui O.S.K. Lines and Bio-Rad Laboratories. It argues Mitsui O.S.K. Lines trades below the value of its fleet and Daibiru real-estate stake, while activist pressure, capital-return plans and stronger freight markets could drive a rerating. August 2026 MSLOF $15B
Southeastern Asset Management 2Q26 Commentary Longleaf Partners Fund argues that AI-linked market leaders have become detached from cash flow while its concentrated holdings retain upside through operational improvement, valuation rerating and strategic action. The fund added a healthcare company, exited Bio-Rad and sold FedEx Freight after its spinoff, while pressing engagements at Mattel and other investees. 2Q26 ACI $5.7BAVTR $11BCNX $5B